Koss Olinger Consulting, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $228M, Pimco Active Bond Exchange Tra with a value of $60.4M, J P Morgan Diversified Return with a value of $57.9M, Ishares Tr Broad Usd High Yiel with a value of $47.8M, and Vanguard Bd Index Fd Inc Long with a value of $46.4M.
Examining the 13F form we can see an decrease of $1.83M in the current position value, from $1.14B to 1.14B.
Below you can find more details about Koss Olinger Consulting, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $928 Million
Consumer Cyclical: $57.5 Million
Technology: $34.9 Million
Financial Services: $25.9 Million
Healthcare: $20.1 Million
Communication Services: $19.7 Million
Consumer Defensive: $9.3 Million
Industrials: $5.43 Million
Other: $10.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
